Holcombe & Mcgrath

Holcombe & Mcgrath (CRD# 121197) is a financial advisory firm headquartered in Asheville, NC. They manage $62,223,146 in 709 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $87,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Holcombe & Mcgrath
Showing 1 - 2 of 2 top financial advisors.
1
Robert E. Baschnagel
CRD#: 5431998
12a Bay Street, Asheville, NC 28801
103
Wealthminder
score
Robert Baschnagel (CRD# 5431998) is an Investment Advisor Representative working at Holcombe & Mcgrath in Asheville, NC and has 9 years of experience in the finance industry. Robert Baschnagel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Susan L. McGrath
CRD#: 4486875
12a Bay Street, Asheville, NC 28801
103
Wealthminder
score
Susan McGrath (CRD# 4486875) is an Investment Advisor Representative working at Holcombe & Mcgrath in Asheville, NC and has over 17 years of experience in the finance industry. Susan McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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